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Securing a Loan
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Click on any of the categories listed below to find practical, unbiased information to help you reach your financial goals.


Your initial free consultation will consist of the following content:

Initial business start up requirements, including business organization structures and the best suited to your business. A poorly organized business can be very costly. Proper licensing will also be researched to your business. All documentation is generated by Quail Oaks so you can rest assured your are set up correctly; including Federal ID, State Bin and Employer ID, EFTPS, State EFT, S-Corp banking and corporate minute book documents.

Banking - depending in the organization, how should the ban accounts be managed? We will walk you through all the in's & outs, & do's and don't's.  

Vehicles - Should your vehicle be an asset to the business or should you own it and lease it back?

Home Office - Do you have a legal home office and how should the expenses to maintaining that Home Office be managed? This depends on your organization - be will assist in making sure you understand the correct way to deduct your home office.

Bookwork - Do you have the time but need the training to manage your own bookwork. We'll set up your books and train you or your staff to properly maintain the books correctly. We can also audit the books on a monthly, quarterly or yearly basis. This is your choice.

Payroll - Allow us to set up your payroll and show you how affordable payroll is in QuickBooks! We will audit the monthly deposit requirements and the quarterly reports for a fraction of the service bureau costs!



Quail Oaks Financial offers a wide variety of services that address your Business and Personal bookkeeping and accounting needs including:

Payroll Services
Accounts Payable
Accounts Receivable
Bank Reconciliations
Invoice Preparation
General Ledger
QuickBooks System Set-up
Financial Statement Preparation
Cash Flow Forecasting and Reporting
Tax Planning
Financial Consulting
Budgets and Forecasts
Job Costing
WIP Costing
Burden Costing
Time & Billing
Certified QuickBooks Pro Adviser
QuickBooks Update & Write-Up
All Accounting and Bookkeeping Software
Daily, Weekly, Monthly, Quarterly, Annual Updates
Monthly, Quarterly, Yearly Federal & State Reporting
Nationwide Sales Tax Reporting
Asset Management
Remote Accounting
On-site Accounting
Very Affordable Flat Fee Rates
After-the-fact Accounting
Website Design & Development
Website Marketing & Management
Search Engine Positioning Agent
eCommerce Setup and Management
eCommerce Solution Featuring Real-time Entry to Accounting
Credit Card and Payment Processing Consulting
Personal Financial Budgeting Services
ALWAYS FREE Consultations

Special Internet Pricing!

Flexibility is an important aspect of Quail Oaks Financial. A wide range of services are offered, including bookkeeping, accounting, payroll management, data processing and tax preparation.

The bookkeeping/accounting software used is either New Views or QuickBooks (Intuit) family of products. Both are widely available and universally well known as solid, well tested and stable bookkeeping software packages.

Our bookkeeping services can be set up either on-site (at your office) or off-site (at ours).

On-site arrangement. The work is done at your office using your computer system and accounting software. Appointments can be arranged at a time that, as much as possible, matches your schedule. This service is available within a 60 mile radius of Portland, OR.

Off-site arrangement. You provide the necessary paperwork and we manage the data using our computer system and software. Paperwork will be returned to you when completed.

There are advantages to either method:

On-Site Advantages:

  • Data is input into your computer system at your business or home office. Your documents never leave your premises.
  • Bookkeeping work is scheduled to be done at a time convenient to you so we can discuss your business transactions if necessary.

Off-Site Advantages:

  • You furnish the necessary paperwork and the information will be input into our computer system. No requirement for you to own a computer or purchase accounting software.
  • In addition to the hard copies of your paperwork, we also provide you with back-up copies of your data in digital format. A copy is also kept at our office so that in case your files are damaged or lost, we have a back-up copy.
  • You don't need to own a computer to benefit from the advantages of computerized records.
  • If you later decide to purchase a computer, all your records can be transferred onto it.
  • No additional travel expense fees.

In either set up, you will be provided with periodic summary reports. You can also receive management reports and be reminded of upcoming tax deadlines.

Be assured that your financial information will be kept strictly confidential. The security of your business records is important us. They will be maintained accurately and confidentially!

Price Information: INTERNET SPECIALS
Account set-up - $ 45 Portland or $ 35/hr for weekly services
Reports preparation - $ 45 Portland or $ 35/hr for weekly services
Data entry - $ 45 Portland or $ 35/hr for weekly services
Payroll check processing - $ 45 Portland or $ 35/hr for weekly services
Remote Data Entry - FREE !!
Word processing - $ 45 Portland or $ 35/hr for weekly services
Website Development - $25/hour
Travel (round-trip) - Billed at Federal Applicable Rate (.55/mi)
Consultation & Phone Call Questions - $ ALWAYS FREE

New customers!!!!


CALL or Email today for an initial free consultation!


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Quail Oaks Financial, LLC | 38820 Hood Street | Sandy, Oregon 97055
Phone: (503) 459-1074
Copyright 1972-2011. Quail Oaks Financial, LLC. All rights reserved.